See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,184 | $209,411+59.1% | $178,490+86.7% | $158,922+109.7% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 2.11% | 188.75%-186.6pp | 151.07%-149.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $7,149 | $5,706+25.3% | $5,011+42.7% | $4,761+50.2% |
| Participant deferral / active EE | $6,480 | $5,954+8.8% | $5,202+24.6% | $5,982+8.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |